2023 Form 5500 filing — Aspeq 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241231095527NAL0018186929001) for Aspeq 401(K) Savings Plan, reported by Aspeq Heating Group LLC under EIN 47-4333733 and plan number 002. It reports 508 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241231095527NAL0018186929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aspeq Heating Group LLC
- EIN
- 47-4333733
- Plan number
- 002
- Location
- St Louis, MO
- Participants
- 508
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,447,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,447,001
- Employer contributions
- $759,999
- Participant contributions
- $1,421,483
- Total income / additions
- $5,461,259
- Benefits paid
- $1,133,169
- Administrative expenses
- $97,623
- Total expenses
- $1,230,792
- Net increase / (decrease)
- $4,230,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $54,112 | not reported in the loaded dataset |
| Fiduciary Advisors | NONE | $28,124 | not reported in the loaded dataset |
| Matrix Finanical Solutions, Inc. | TRUSTEE | $15,387 | not reported in the loaded dataset |